We are live on ! Find out more
ZIM

Zacks Investment Management Portfolio holdings

AUM $12.5B
1-Year Est. Return 29.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.59B
AUM Growth
+$316M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1
+$40.6M
2
+$39.1M
3
+$38.2M
4
DAL icon
Delta Air Lines
DAL
+$35.6M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$7.82M

Top Sells

1
+$41.6M
2
+$37.7M
3
+$36.2M
4
XRX icon
Xerox
XRX
+$26.7M
5
RYN icon
Rayonier
RYN
+$13.8M

Sector Composition

1 Financials 18.58%
2 Technology 14.83%
3 Healthcare 12.59%
4 Industrials 9.96%
5 Consumer Staples 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
– –
-206,175
602
– –
-1,695
603
– –
-11,020
604
– –
-17,859
605
– –
-9,266
606
– –
-10,995
607
– –
-39,058
608
– –
-11,340
609
– –
-12,700
610
– –
-11,359
611
– –
-13,680
612
– –
-1,806
613
– –
-10,734
614
– –
-17,256
615
– –
-2,385
616
– –
-19,645
617
– –
-52,254
618
– –
-46,936
619
– –
-11,757
620
– –
-42,867
621
– –
-11,324
622
– –
-56,392
623
– –
-3,675
624
– –
-4,225
625
– –
-6,640
23 24
25
26 27